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405 Lexington Ave Suite 37A, New York, NY 10174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-14 |
Branch Locations
405 Lexington Avenue Suite 37A, New York, NY 10174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monticello Consulting Group | New York | NY | 08/2012 | 07/2017 |
| The Northstar Group, Inc | New York | NY | 07/2017 | Present |
| Royal Alliance | New York | NY | 11/2017 | Present |
1. THE NORTHSTAR GROUP, INC. POSITION: Investment Research Associate NATURE: RIA Sub S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 07/05/2017 ADDRESS: 405 Lexington Avenue, Suite 37A, New York NY 10174, United States DESCRIPTION: Market research, asset allocation, portfolio management, and client service projects. 2. JEFFREY DZIEGIELEWSKI POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/10/2021 ADDRESS: 405 Lexington Avenue, Suite 37A, New York NY 10174, United States DESCRIPTION: Review client's insurance needs, and actin an agent capacity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-22 |
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